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![Next100Baggers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1760732748925263872.png) Next XXX Baggers [@Next100Baggers](/creator/twitter/Next100Baggers) on x 6095 followers
Created: 2025-07-21 12:24:18 UTC

A quick edge screen on those five:

$AAL: 12X EV/EBITDA, XX% FCF yield, guiding X % RASM growth => best risk/return in U.S. carriers

$DAL: 5× EV/EBITDA, XX % ancillary rev, 2.5X net leverage => mid‑cycle rebound play

$JBLU: 0.8X EV/Sales, sub‑20 % breakeven load factor => high beta leverage to pax growth

$GRAB: 5.6X EV/Sales, XX % adj. EBITDA margin, XX % service take rate => path to cash flow breakeven

 $ONTO: XX % sub renewal, XX % EBITDA margin, $XXX /veh ARPU => niche auto subscription compounding


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947271413078843857/c:line.svg)

**Related Topics**
[dal](/topic/dal)
[aal](/topic/aal)
[cash flow](/topic/cash-flow)
[beta](/topic/beta)
[rev](/topic/rev)
[$aal](/topic/$aal)
[american airlines group inc](/topic/american-airlines-group-inc)
[stocks industrials](/topic/stocks-industrials)

[Post Link](https://x.com/Next100Baggers/status/1947271413078843857)